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Disclosery

Cordatus Wealth Management LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cordatus Wealth Management LLC on CB, newest first. How the timeline and the estimate are built.

Cordatus Wealth Management LLC held 5,343 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,343 shares
    Change vs previous 13F -34 shares

    0.4% of the 13F portfolio, value $1,820,439.

    13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,377 shares
    Change vs previous 13F +19 shares

    0.42% of the 13F portfolio, value $1,752,395.

    13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,358 shares
    Change vs previous 13F +7 shares

    0.39% of the 13F portfolio, value $1,672,214.

    13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,351 shares
    Change vs previous 13F -1,258 shares

    0.36% of the 13F portfolio, value $1,510,231.

    13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,609 shares
    Change vs previous 13F +39 shares

    0.47% of the 13F portfolio, value $1,915,000.

    13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,570 shares
    Change vs previous 13F -23 shares

    0.54% of the 13F portfolio, value $1,984,000.

    13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,593 shares
    Change vs previous 13F +63 shares

    0.48% of the 13F portfolio, value $1,822,000.

    13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,530 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,883,000.

    13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).